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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$5.72M -$851K -19,591 -13%
MAM
152
Martingale Asset Management
Massachusetts
$5.66M -$312K -7,185 -5%
AIM
153
Achmea Investment Management
Netherlands
$5.61M +$2.92M +67,275 +107%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$5.57M +$1.25M +28,692 +29%
CM
155
Churchill Management
California
$5.56M -$7.64K -176 -0.1%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$5.55M -$2.18M -50,260 -28%
BBVA
157
Banco Bilbao Vizcaya Argentaria
Spain
$5.43M +$2.98M +68,733 +120%
NG
158
NatWest Group
United Kingdom
$5.38M +$5.43M +124,974 New
CIM
159
Corbyn Investment Management
Maryland
$5.36M -$77.6K -1,788 -1%
MIP
160
Marietta Investment Partners
Wisconsin
$5.35M +$3.69M +84,988 +384%
Eagle Capital Management (New York)
161
Eagle Capital Management (New York)
New York
$5.32M
BC
162
Burney Company
Virginia
$5.3M +$113K +2,609 +2%
ECM
163
ExodusPoint Capital Management
New York
$5.3M -$83.4K -1,921 -2%
RPI
164
Railway Pension Investments
United Kingdom
$5.21M +$1.22M +28,200 +30%
Boston Partners
165
Boston Partners
Massachusetts
$5.05M +$1.13M +25,985 +29%
FAF
166
Första AP-fonden
Sweden
$5.04M +$3.26M +75,150 +180%
GIA
167
Gateway Investment Advisers
Ohio
$5.04M -$35.7K -823 -0.7%
E
168
Ergoteles
New York
$4.91M -$83.1K -1,914 -2%
STCG
169
Speece Thorson Capital Group
Minnesota
$4.9M +$135K +3,101 +3%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$4.81M +$168K +3,864 +4%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$4.78M -$715K -16,473 -13%
GIA
172
GHP Investment Advisors
Colorado
$4.77M -$72.7K -1,675 -1%
MAM
173
McLean Asset Management
Virginia
$4.73M +$3.25M +74,919 +241%
FAF
174
Fjarde Ap-fonden
Sweden
$4.64M
Rafferty Asset Management
175
Rafferty Asset Management
New York
$4.53M +$311K +7,164 +7%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.